Core Insights - DexCom reported $1.11 billion in revenue for Q4 2024, a year-over-year increase of 7.6% [1] - The EPS for the same period was $0.45, down from $0.50 a year ago, indicating a -10.00% surprise compared to the consensus estimate [1] - The revenue met the Zacks Consensus Estimate, showing a slight surprise of +0.05% [1] Revenue Breakdown - International revenue was $310.70 million, exceeding the six-analyst average estimate of $307.38 million, with a year-over-year change of +17.1% [4] - U.S. revenue reached $802.80 million, slightly above the $798.41 million average estimate, reflecting a +4.4% year-over-year change [4] - Hardware revenue was $45 million, below the two-analyst average estimate of $46.55 million, showing a significant year-over-year decline of -48.6% [4] - Revenue from sensors and other products was $1.07 billion, slightly above the $1.06 billion estimate, with a year-over-year increase of +12.8% [4] Stock Performance - DexCom shares returned +4.3% over the past month, outperforming the Zacks S&P 500 composite's +3.9% change [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

Core Viewpoint - DexCom reported quarterly earnings of $0.45 per share, missing the Zacks Consensus Estimate of $0.50 per share, representing a -10% earnings surprise [1] - The company posted revenues of $1.11 billion for the quarter ended December 2024, surpassing the Zacks Consensus Estimate by 0.05% and showing a year-over-year increase from $1.03 billion [2] Company Performance - Over the last four quarters, DexCom has surpassed consensus EPS estimates three times and topped consensus revenue estimates three times [2] - The stock has gained approximately 7.8% since the beginning of the year, outperforming the S&P 500's gain of 2.9% [3] Future Outlook - The company's earnings outlook is crucial for assessing future stock performance, with current consensus EPS estimates at $0.37 for the coming quarter and $2 for the current fiscal year [7] - The Zacks Rank for DexCom is currently 3 (Hold), indicating expected performance in line with the market in the near future [6] Industry Context - The Medical - Instruments industry, to which DexCom belongs, is currently in the top 34% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8] - Another company in the same industry, Globus Medical, is expected to report quarterly earnings of $0.76 per share, reflecting a year-over-year change of +26.7% [9]

Dexcom Dexcom earnings Q4 2024 Digbetes Nasdag Safe harbor statement This presentation also contains non-GAAP financial measures. The appendix reconclies the non-GAAP financial measures in this presentation to the most directly comparable financial measures prepared in accordance with Generally Accepted Accounting Principles (GAAP). These non-G-AP financial mecsures include organic revenue, nor-GAAP gross profit, non-GAAP operating income (loss), non-GAAP operating income (loss), non-GAAP operating margin, ...

Financial Results and Guidance - DexCom will report preliminary, unaudited financial results for Q4 2024 and fiscal year 2024, along with initial financial outlook for fiscal year 2025[3] - The preliminary unaudited financial results for Q4 and fiscal year 2024 are subject to finalization in DexCom's Annual Report on Form 10-K[9] - DexCom's forward-looking statements include preliminary unaudited revenue for Q4 and full fiscal year 2024, including growth rates[9] - DexCom provided total revenue guidance for fiscal year 2025[9] - DexCom provided Non-GAAP Gross Profit Margin and Non-GAAP Operating Margin guidance for fiscal years 2024 and 2025, including expected growth rates[9] Forward-Looking Statements and Risks - DexCom's forward-looking statements also include potential strategic and business opportunities[9] - The forward-looking statements are subject to risks and uncertainties, and actual results may differ materially from current expectations[9] - DexCom assumes no obligation to update forward-looking statements after the date of the report unless required by law[9] Regulatory and Filing Information - The information in Item 2.02 and Exhibit 99.1 is not deemed "filed" under Section 18 of the Securities Exchange Act of 1934[10] - The information in the report and exhibit is not incorporated by reference in any filing under the Securities Act of 1933 or the Exchange Act unless expressly set forth[10]

DexCom, Inc. (DXCM) is scheduled to release fourth-quarter 2024 results on Feb. 13, after the closing bell. In the last reported quarter, the company’s earnings beat estimates by 4.65%.The bottom line also outpaced the consensus mark in each of the trailing four quarters, delivering an average surprise of 12.43%.Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.Shares of DXCM have gained 23.4% in the past six months compared with the industry’s 4.7% growth. The S&P 500 Index has ralli ...

In its upcoming report, DexCom (DXCM) is predicted by Wall Street analysts to post quarterly earnings of $0.50 per share, reflecting no change compared to the same period last year. Revenues are forecasted to be $1.1 billion, representing a year-over-year increase of 6.5%.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.Prior to a company's ear ...

Core Viewpoint - DexCom faces challenges due to the rising popularity of GLP-1 drugs, which may reduce the demand for continuous glucose monitoring (CGM) devices as people become healthier and less likely to develop diabetes [1][2] Group 1: Business Performance and Growth - DexCom's stock has struggled over the past year, down nearly 30%, but has recently rallied more than 20% in three months [2][4] - The company has experienced a significant drop in its growth rate, leading to investor concerns about the correlation between the increased use of GLP-1 drugs and the demand for CGMs [2][3] - DexCom slashed its growth forecast last year, attributing it to a restructuring of its sales team, but investors remain skeptical about this explanation [3] Group 2: Valuation and Investment Considerations - Despite recent momentum, DexCom's shares have not recovered from last year's sell-off following poor results and reduced guidance, leading to a potentially favorable valuation [4] - The stock is trading at over 50 times its trailing earnings, which is considered expensive, especially if the demand for CGMs decreases due to GLP-1 drugs [5] - Long-term investment in DexCom may still be appealing, as ongoing affordability issues with GLP-1 drugs could lead to a resurgence in demand for CGMs [6][7]

Core Viewpoint - DexCom has underperformed in the market over the past year but is positioned as a strong long-term growth option for investors, potentially outperforming the market in the next decade [1] Group 1: Product and Market Position - DexCom specializes in continuous glucose monitoring (CGM) devices that assist diabetes patients in tracking their sugar levels, leading to better health decisions [2] - The CGM market remains underpenetrated, with over 25 million type 2, non-insulin diabetes patients in the U.S. who could benefit from CGM technology, yet only 5% currently use it [5] - The company has expanded its product offerings with the launch of Stelo, an over-the-counter CGM option for pre-diabetes patients, significantly increasing its target market [6] - DexCom benefits from a network effect, as its devices are compatible with various third-party apps and gadgets, enhancing its competitive advantage in the CGM industry [7] Group 2: Financial Performance and Future Outlook - DexCom's revenue growth guidance for 2025 is approximately 14%, which is more favorable than the 8% growth expected for the fourth quarter of 2024, indicating strong financial performance prospects [10] - Despite facing challenges, DexCom has historically bounced back due to the increasing adoption of CGM technology, suggesting resilience in its long-term performance [4][8]

Core Viewpoint - DexCom Inc. (DXCM) has demonstrated strong performance in Q4 and fiscal 2024, leading to a 5.7% increase in stock price, bolstering investor confidence due to impressive revenue growth and a positive outlook for 2025 [1][3] Financial Performance - Preliminary total revenues for Q4 fiscal 2024 reached at least $1.11 billion, marking an 8% increase from Q4 2023 [2] - U.S. revenues were approximately $803 million, a 4% year-over-year rise, while international revenues increased by 17% to around $310 million [2] - For 2025, the Zacks Consensus Estimate projects revenues of $4.60 billion, indicating a year-over-year growth of 14.6% [11] Product and Market Developments - The Stelo platform enhances user experience by integrating real-time glucose data with consumer devices, improving patient engagement and expanding market reach [6] - DexCom has expanded into emerging economies, introducing products like DexCom ONE+ and G7, capitalizing on improved reimbursement policies [7] - Record levels of new customer starts in Japan have been achieved, supported by an expanded sales force [8] - The launch of a proprietary Generative AI platform positions DexCom as a leader in integrating advanced technology into glucose monitoring [9] Strategic Collaborations - Partnerships with companies like OURA aim to revolutionize metabolic health management by combining glucose biosensor data with biometric insights [10] - Collaborations with Tandem Diabetes Care and Insulet enhance CGM offerings and improve health outcomes through integrated insulin delivery systems [14][15] Competitive Landscape - DexCom faces rising competition from Abbott and Senseonics, which could impact market share, particularly in price-sensitive markets [17][18] - The CGM market growth in the U.S. has slowed to approximately 10%, down from over 20%, raising concerns about market saturation [19] Valuation Concerns - DXCM stock is trading at a premium with a forward 12-month P/E of 41.76X compared to the industry average of 33.14X, indicating high growth expectations but also some near-term uncertainties [20] Conclusion - Holding DexCom stock is considered prudent due to robust product innovations and market expansion, despite challenges such as slower market growth and high valuations [22]

Investment Opportunities - The Haggerston BioHealth marketplace channel offers at least 4 exclusive stock tips weekly, focusing on Pharma, Biotech, and Healthcare sectors [1] - The channel provides access to a model portfolio, investment bank-grade financial models, and research for investors [1] DexCom Analysis - DexCom, Inc (NASDAQ: DXCM) was previously covered in September 2023, with reservations expressed about the impact of GLP-1 agonist drugs on the company [2] Biotech Investment Resources - The Haggerston BioHealth group caters to both novice and experienced biotech investors, offering catalysts, buy/sell ratings, product sales forecasts, and market analysis [2] - The group provides integrated financial statements, discounted cash flow analysis, and forecasts for major pharmaceutical companies [2] Analyst Background - Edmund Ingham, a biotech consultant with over 5 years of experience, leads the Haggerston BioHealth investing group [2] - Ingham has compiled detailed reports on over 1,000 companies in the biotech, healthcare, and pharma sectors [2]